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West Wealth Group, LLC

hedge fundUpdated 22 days ago

Managed by West Wealth Group, Llc • Latest filing Q3 2026

Portfolio value
$644.6M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
45.3%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$443.6M
Q4 2025$482M
Q1 2026$506M
Q2 2026$611.3M
Q3 2026$644.6M

Top holdings

145 positions as of Q3 2026

View filing
S

SPDR SERIES TRUST

+6.6%
Value
$96.3M
Shares
1.07M
% Port
14.94%
E

ISHARES TR

+5.2%
Value
$72.8M
Shares
512.0K
% Port
11.30%
E

ISHARES TR

+4.0%
Value
$59.2M
Shares
259.3K
% Port
9.18%
E

BLACKROCK ETF TRUST

+7.2%
Value
$55.4M
Shares
1.52M
% Port
8.59%
E

BLACKROCK ETF TRUST

+2.9%
Value
$48.2M
Shares
696.3K
% Port
7.48%
E

ISHARES TR

+31.4%
Value
$27.1M
Shares
615.2K
% Port
4.21%
E

ISHARES TR

+23.8%
Value
$25.8M
Shares
476.5K
% Port
4.00%
E

ISHARES TR

+5155.6%
Value
$22.1M
Shares
228.6K
% Port
3.44%
E

BLACKROCK ETF TRUST

-5.2%
Value
$20.2M
Shares
428.0K
% Port
3.13%
A

APPLE INC

+90.4%
Value
$19.3M
Shares
108.8K
% Port
3.00%
E

BLACKROCK ETF TRUST

+4.2%
Value
$17.1M
Shares
389.8K
% Port
2.66%
S

SPDR INDEX SHS FDS

-2.9%
Value
$16.4M
Shares
316.8K
% Port
2.54%
G

GLOBAL X FDS

+2.3%
Value
$12.6M
Shares
209.7K
% Port
1.95%
E

ISHARES TR

+2.2%
Value
$9.8M
Shares
44.0K
% Port
1.52%
I

INVESCO EXCH TRADED FD TR II

-16.7%
Value
$9.2M
Shares
428.3K
% Port
1.42%
N

NVIDIA CORPORATION

-6.7%
Value
$8.3M
Shares
36.3K
% Port
1.29%
E

ISHARES TR

-30.1%
Value
$7.2M
Shares
60.2K
% Port
1.12%
E

ISHARES TR

+11.5%
Value
$5.7M
Shares
258.9K
% Port
0.88%
E

ISHARES TR

-29.6%
Value
$5.5M
Shares
69.5K
% Port
0.85%
M

MICROSOFT CORP

+371.7%
Value
$5.5M
Shares
48.4K
% Port
0.85%

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